iShares U.S. Healthcare ETFIYHETF

13F holders, Q3 2024 (September 30)
514holders +21
43new positions
27sold out
4famous investors
$64.99avg. 13F price*

At the end of Q3 2024, 514 institutions reported holding iShares U.S. Healthcare ETF (IYH) in their 13F filings, up 21 from Q2 2024. 43 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($141.3M), Bank of America Corp. ($113.8M) and LPL Financial LLC ($104.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares U.S. Healthcare ETF
CUSIP
464287762
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 482Q1 2024Q2 2024: 493Q2 2024Q3 2024: 514Q3 2024Q4 2024: 507Q4 2024Q1 2025: 500Q1 2025Q2 2025: 484Q2 2025Q3 2025: 479Q3 2025Q4 2025: 546Q4 2025Q1 2026: 517Q1 2026Q2 2026: 534Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions43$23.2M
Exits27$12.5M

All 13F filers, Q2 2024 → Q3 2024: 1,058,140 shares bought and 1,747,499 shares sold, net −689,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 514 holders

Morgan Stanley 0.01% Add +1.3% 2,174,200 $141.3M
Bank of America Corp. 0.01% Reduce -5.8% 1,750,693 $113.8M
LPL Financial LLC 0.05% Add +4.0% 1,604,427 $104.3M
UBS Group AG 0.03% Reduce -0.4% 1,476,712 $96.0M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -1.0% 1,177,896 $76.6M
Royal Bank of Canada 0.02% Reduce -17.2% 1,070,996 $69.6M
Wells Fargo & Company 0.02% Reduce -1.3% 998,463 $64.9M
PGIM Custom Harvest LLC 1.16% Reduce -2.9% 881,033 $57.3M
Goldman Sachs Group Inc. 0.01% Add +11.6% 556,246 $36.2M
Bank of Montreal 0.01% Add +331.9% 424,528 $27.4M
Raymond James & Associates 0.02% Reduce -3.4% 413,046 $26.8M
Commonwealth Equity Services, LLC 0.04% Reduce -4.6% 388,475 $25.3M
Oakworth Capital, Inc. 1.70% Reduce -4.3% 377,041 $24.5M
Ameriprise Financial Inc. 0.01% Reduce -0.9% 361,285 $23.5M
Osaic Holdings, Inc. 0.05% Reduce -26.3% 347,889 $22.6M
Kestra Advisory Services, LLC 0.12% Reduce -1.0% 336,424 $21.9M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -0.1% 327,426 $21.3M
Consolidated Capital Management, LLC 8.57% Add +9.6% 302,281 $19.6M
HighTower Advisors, LLC 0.03% Reduce -2.3% 295,828 $19.3M
Bellwether Advisors, LLC 3.43% Reduce -27.0% 274,733 $17.9M
JPMorgan Chase & Co. 0.00% Add +0.9% 203,978 $13.3M
OneDigital Investment Advisors LLC 0.15% Add +14.1% 195,555 $12.7M
FIL Ltd 0.01% New 159,107 $10.3M
Perbak Capital Partners LLP 6.98% Reduce -64.3% 152,917 $9.9M
Cetera Investment Advisers 0.02% Reduce -0.8% 150,066 $9.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.1% 147,107 $9.6M
Thrivent Financial for Lutherans 0.02% Reduce -0.1% 137,719 $9.0M
Peapack Gladstone Financial Corp. 0.13% Reduce -0.8% 136,032 $8.8M
Great Lakes Advisors, LLC 0.07% Reduce -1.7% 125,390 $8.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -5.0% 122,176 $7.9M
Envestnet Asset Management Inc. 0.00% Add +4.3% 122,074 $7.9M
United Capital Financial Advisors, LLC 0.06% Reduce -1.6% 113,615 $7.4M
First Citizens Financial Corp 3.80% Reduce -0.3% 110,460 $7.2M
SP Asset Management LLC 0.55% Add +0.1% 102,567 $6.7M
Etfidea, LLC 2.03% Add +1.1% 98,477 $6.4M
Sowa Financial Group, Inc. 4.03% Reduce -9.9% 98,117 $6.4M
Private Advisor Group, LLC 0.04% Reduce -14.1% 95,441 $6.2M
Stillwater Capital Advisors, LLC 0.80% Reduce -4.7% 94,991 $6.2M
Arkansas Financial Group, Inc. 0.93% Add +18.9% 87,192 $5.7M
Sanctuary Advisors, LLC 0.04% Reduce -5.8% 92,254 $5.6M
MML Investors Services, LLC 0.02% Add +20.0% 85,166 $5.5M
Steward Partners Investment Advisory, LLC 0.05% Reduce -0.7% 80,928 $5.3M
Royal Fund Management, LLC 0.37% Reduce -53.0% 79,686 $5.2M
Pettyjohn, Wood & White, Inc. 0.94% Reduce -0.9% 78,880 $5.1M
Capital Investment Advisors, LLC 0.10% Reduce -3.7% 75,966 $4.9M
Stifel Financial Corp. 0.00% Add +3.1% 66,432 $4.3M
HC Advisors, LLC 3.46% Add +5.4% 64,700 $4.2M
Mariner, LLC 0.01% Add +3.0% 62,096 $4.0M
Rockefeller Capital Management L.P. 0.01% Reduce -6.1% 61,652 $4.0M
Citigroup Inc. 0.00% No change 61,345 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -5.4% 59,693 $3.9M
Two Sigma Investments, LP 0.01% Add +12.9% 58,500 $3.8M
Perigon Wealth Management, LLC 0.10% Add +0.8% 58,257 $3.8M
National Bank of Canada 0.01% Reduce -1.4% 57,505 $3.7M
Truist Financial Corp. 0.01% Add +6.2% 56,062 $3.6M
National Philanthropic Trust 0.06% No change 54,440 $3.5M
Sheridan Capital Management, LLC 2.47% Reduce -4.9% 53,860 $3.5M
Advisory Services Network, LLC 0.07% No change 55,316 $3.4M
Rainey & Randall Wealth Advisors Inc. 0.73% Add +1.7% 52,083 $3.4M
Arrien Investments, Inc. 2.33% Reduce -3.5% 49,690 $3.2M
Park Avenue Securities LLC 0.04% Add +8.4% 48,571 $3.2M
Independent Financial Group, LLC 0.11% Reduce -4.6% 46,973 $3.1M
Jones Financial Companies LLLP 0.00% Add +51.8% 46,764 $3.0M
Deutsche Bank AG 0.00% Reduce -11.2% 45,856 $3.0M
CW Advisors, LLC 0.04% Add +6.7% 45,835 $3.0M
Creative Planning 0.00% Add +3.4% 45,747 $3.0M
Mine & Arao Wealth Creation & Management, LLC. 1.36% Reduce -2.0% 44,937 $2.9M
Integrated Wealth Concepts LLC 0.03% Reduce -2.1% 43,821 $2.8M
Cibc World Market Inc. 0.01% Reduce -2.5% 42,669 $2.8M
Equitable Holdings, Inc. 0.03% Reduce -17.1% 41,148 $2.7M
FMR LLC 0.00% Add +12.6% 41,046 $2.7M
Vishria Bird Financial Group, LLC 1.00% No change 40,400 $2.6M
Empirical Asset Management, LLC 0.91% Reduce -3.0% 39,510 $2.6M
Conservest Capital Advisors, Inc. 0.26% No change 41,474 $2.6M
Lido Advisors, LLC 0.02% Add +0.9% 36,010 $2.3M
Johnson Investment Counsel Inc. 0.02% Reduce -0.0% 35,170 $2.3M
Sigma Planning Corp 0.07% Reduce -1.6% 33,664 $2.2M
Corrado Advisors, LLC 1.36% Add +1.1% 33,521 $2.2M
IFG Advisory, LLC 0.13% Reduce -6.2% 32,350 $2.1M
Essex LLC 0.42% No change 31,463 $2.0M
Janney Montgomery Scott LLC 0.01% Reduce -8.6% 30,961 $2.0M
Glenview Trust Co 0.04% Reduce -1.1% 30,704 $2.0M
J.W. Cole Advisors, Inc. 0.08% Add +11.8% 30,326 $2.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -5.0% 30,097 $2.0M
Mandatum Life Insurance Co Ltd 0.60% No change 30,043 $2.0M
Aua Capital Management, LLC 1.12% No change 29,785 $1.9M
Creekmur Asset Management LLC 0.45% Reduce -0.1% 29,488 $1.9M
MMBG Investment Advisors Co. 0.20% No change 29,125 $1.9M
Laurel Wealth Advisors LLC 0.30% Add +3.4% 28,783 $1.9M
Baird Financial Group, Inc. 0.00% Add +2.8% 28,745 $1.9M
US Bancorp \de 0.00% Add +2.2% 28,375 $1.8M
Merkkuri Wealth Advisors LLC 1.45% Add +11.3% 28,223 $1.8M
Audent Global Asset Management, LLC 2.98% Reduce -33.7% 26,850 $1.7M
Northeast Financial Consultants Inc 0.08% No change 26,525 $1.7M
Captrust Financial Advisors 0.01% Reduce -2.0% 26,512 $1.7M
Stratos Wealth Partners, LTD. 0.03% Add +205.7% 26,326 $1.7M
NWF Advisory Services Inc. 0.24% Add +6.6% 25,275 $1.6M
Mgo One Seven LLC 0.07% Add +6.5% 25,003 $1.6M
My Personal CFO, LLC 0.88% No change 24,750 $1.6M
Money Concepts Capital Corp. 0.12% Reduce -0.6% 24,391 $1.6M
GTS Securities LLC 0.03% Reduce -78.0% 23,530 $1.5M
Northern Trust Corp. 0.00% Reduce -0.5% 23,450 $1.5M
Patriot Investment Management Group, Inc. 0.11% Reduce -0.3% 23,058 $1.5M
TD Waterhouse Canada Inc. 0.01% Add +5.4% 23,146 $1.5M
Valmark Advisers, Inc. 0.02% Add +5.4% 22,823 $1.5M
Simmons Bank 0.11% No change 22,805 $1.5M
Indie Asset Partners, LLC 1.08% Reduce -3.1% 22,265 $1.4M
DAVENPORT & Co LLC 0.01% Reduce -5.2% 22,180 $1.4M
Commerce Bank 0.01% Reduce -2.3% 22,085 $1.4M
Qube Research & Technologies Ltd 0.00% Add +41.2% 21,864 $1.4M
Citadel Advisors 0.00% Reduce -64.5% 21,832 $1.4M
Corient Private Wealth LP 0.00% Reduce -16.6% 21,812 $1.4M
Prospera Financial Services Inc 0.04% Reduce -28.3% 21,617 $1.4M
Choreo, LLC 0.02% Reduce -5.1% 21,604 $1.4M
Cornerstone Advisory, LLC 0.18% New 21,325 $1.4M
Counterweight Ventures, LLC 0.98% Add +34.8% 21,291 $1.4M
Debussy Capital Management LP 0.40% Reduce -1.4% 21,109 $1.4M
NewEdge Advisors, LLC 0.01% Reduce -0.3% 20,795 $1.4M
SOA Wealth Advisors, LLC. 0.26% Reduce -0.6% 20,619 $1.3M
NorthRock Partners, LLC 0.04% No change 20,585 $1.3M
Oxinas Partners, LLC 0.82% Reduce -29.6% 20,582 $1.3M
Dentgroup LLC 1.00% Reduce -0.5% 20,510 $1.3M
Citizens Financial Group Inc. 0.03% Add +0.2% 20,309 $1.3M
Wealthspire Advisors, LLC 0.01% Add +4.3% 20,297 $1.3M
Scotia Capital Inc. 0.01% Add +4.0% 19,425 $1.3M
Cwm, LLC 0.01% Reduce -1.0% 19,305 $1.3M
Planning Directions Inc. 0.74% Reduce -8.2% 19,000 $1.2M
Regal Investment Advisors LLC 0.09% Add +4.2% 18,724 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +0.2% 18,423 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -80.0% 4,120 $1.2M
Cresset Asset Management, LLC 0.00% Add +22.3% 17,747 $1.2M
Great Valley Advisor Group, Inc. 0.03% Add +11.9% 17,714 $1.2M
Avantax Advisory Services, Inc. 0.01% Reduce -37.5% 17,310 $1.1M
Glass Jacobson Investment Advisors llc 0.37% Reduce -0.4% 17,147 $1.1M
Fifth Third Securities, Inc. 0.10% Reduce -1.7% 17,033 $1.1M
MAI Capital Management 0.01% Reduce -1.6% 16,828 $1.1M
Bond & Devick Financial Network, Inc. 0.47% Reduce -0.7% 16,821 $1.1M
Sowell Financial Services LLC 0.05% Add +0.0% 16,732 $1.1M
Worth Financial Advisory Group, LLC 0.63% Add +0.3% 16,551 $1.1M
Kennicott Capital Management LLC 0.41% No change 16,490 $1.1M
Arkadios Wealth Advisors 0.06% Reduce -3.8% 16,430 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% No change 16,373 $1.1M
Aft, Forsyth & Company, Inc. 0.52% Reduce -0.0% 16,221 $1.1M
KMG Fiduciary Partners, LLC 0.09% Reduce -5.4% 15,940 $1.0M
Fort Point Capital Partners LLC 0.13% Add +1.3% 15,844 $1.0M
Silvia McColl Wealth Management, LLC 0.77% No change 15,800 $1.0M
Sunbelt Securities, Inc. 0.10% Reduce -4.7% 15,646 $1.0M
Renaissance Technologies 0.00% New 15,300 $995K
Schonfeld Strategic Advisors LLC 0.01% New 15,275 $993K
Mercer Global Advisors Inc. 0.00% Reduce -36.1% 15,351 $993K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.5% 15,258 $992K
Rollins Financial Advisors, LLC 0.16% Reduce -11.9% 14,749 $959K
Tritonpoint Wealth, LLC 0.09% Add +0.6% 14,742 $952K
WCG Wealth Advisors LLC 0.06% Reduce -0.5% 14,620 $950K
Kestra Private Wealth Services, LLC 0.02% Add +25.7% 14,515 $943K
Haverford Trust Co 0.01% No change 14,270 $928K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.6% 13,864 $901K
Redhawk Wealth Advisors, Inc. 0.13% Add +3.6% 13,626 $886K
Blackston Financial Advisory Group, LLC 0.45% New 13,451 $874K
Smith, Moore & Co. 0.08% Reduce -0.4% 13,281 $863K
Ameritas Advisory Services, LLC 0.04% Reduce -9.5% 13,116 $853K
V2 Financial group LLC 0.55% No change 13,000 $845K
Marshall Wace, LLP 0.00% Add +3.9% 12,969 $843K
Pathstone Holdings, LLC 0.00% No change 12,602 $819K
Signature Estate & Investment Advisors LLC 0.02% Add +1.0% 12,556 $816K
Kovack Advisors, Inc. 0.09% No change 12,487 $812K
Snowden Capital Advisors LLC 0.02% Add +2.0% 12,459 $810K
U.S. Capital Wealth Advisors, LLC 0.03% Add +25.7% 12,451 $809K
Fsa Wealth Partners, Inc. 0.19% New 12,377 $805K
Summit Financial, LLC 0.03% Reduce -7.6% 12,166 $791K
Beacon Pointe Advisors, LLC 0.01% Add +63.6% 12,030 $782K
Shira Ridge Wealth Management 0.40% Add +2.3% 11,967 $778K
Blair William & Co. 0.00% Add +8.9% 11,956 $777K
Wedbush Securities Inc. 0.03% Reduce -7.5% 11,761 $764K
American Financial Advisors, LLC 0.10% Reduce -13.7% 11,672 $759K
Quantinno Capital Management LP 0.01% Add +1.6% 11,482 $746K
Apexium Financial, LP 0.05% No change 11,390 $740K
Axxcess Wealth Management, LLC 0.02% No change 11,375 $739K
Stephens Inc. 0.01% Reduce -8.7% 11,315 $735K
Sage Capital Management, LLC 0.35% Add +0.3% 11,120 $723K
Waterloo Capital, L.P. 0.08% Add +0.3% 11,030 $717K
Prime Capital Investment Advisors, LLC 0.01% Reduce -8.1% 11,003 $715K
Tyler-Stone Wealth Management 0.13% Add +145.2% 10,985 $714K
Carnegie Investment Counsel 0.02% Add +0.1% 10,593 $689K
Acropolis Investment Management, LLC 0.04% Reduce -0.8% 10,510 $683K
Moors & Cabot, Inc. 0.03% Reduce -0.2% 10,416 $677K
Advisors Preferred, LLC 0.10% New 10,472 $677K
Wesbanco Bank Inc. 0.02% No change 10,385 $675K
Ancora Advisors LLC 0.02% No change 10,321 $671K
Heritage Wealth Advisors 0.03% No change 10,300 $670K
WESPAC Advisors, LLC 0.50% Reduce -39.0% 10,296 $669K
EP Wealth Advisors, LLC 0.01% Reduce -11.1% 10,281 $668K
American State Bank (Iowa) 0.40% No change 10,215 $664K
Wealthspire Retirement, LLC 0.05% No change 10,190 $662K
Comerica Bank 0.00% Add +0.4% 10,169 $661K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -7.6% 10,249 $660K
Cozad Asset Management Inc. 0.06% Reduce -14.9% 10,115 $657K
CFM Wealth Partners LLC 0.11% No change 10,060 $654K
Oxford Financial Group, LTD. LLC 0.04% No change 10,055 $654K
Principal Securities, Inc. 0.02% Reduce -15.0% 10,037 $652K
Archer Investment Corp 0.18% Add +0.0% 10,037 $652K
Montag A & Associates Inc. 0.03% No change 10,000 $650K
Prosperity Consulting Group, LLC 0.05% New 9,828 $639K
D L Carlson Investment Group Inc. 0.12% Reduce -6.6% 9,812 $638K
Tranquility Partners, LLC 0.23% Reduce -4.2% 9,768 $635K
Granite FO LLC 0.36% Reduce -0.0% 9,767 $635K
CreativeOne Wealth, LLC 0.02% Add +97.5% 9,767 $635K
Mutual Advisors, LLC 0.02% Add +0.0% 10,036 $634K
Daymark Wealth Partners, LLC 0.03% Reduce -6.5% 9,513 $618K
Gray Wealth Management Inc. 0.24% Add +0.0% 9,481 $616K
Coastal Bridge Advisors, LLC 0.15% No change 9,415 $612K
Symphony Financial Services, Inc. 0.51% Reduce -1.7% 9,214 $599K
Oppenheimer & Co. Inc. 0.01% Add +4.3% 9,161 $595K
Central Valley Advisors, LLC 0.33% Reduce -1.0% 9,111 $592K
CWA Asset Management Group, LLC 0.03% — 9,106 $592K
NorthCoast Asset Management LLC 0.00% Add +17.8% 10,481 $589K
Armor Investment Advisors, LLC 0.24% Reduce -10.1% 8,977 $584K
Raymond James Trust N.A. 0.01% Add +0.1% 8,890 $578K
Mill Creek Capital Advisors, LLC 0.01% No change 8,855 $576K
Rwa Wealth Partners, LLC 0.01% Reduce -2.2% 8,840 $575K
CIBC Private Wealth Group LLC 0.00% Reduce -6.0% 8,806 $572K
Two Sigma Securities, LLC 0.04% New 8,790 $571K
Gladstone Institutional Advisory LLC 0.03% Reduce -26.9% 8,540 $555K
Capital Advisory Group Advisory Services, LLC 0.22% Add +2.3% 8,469 $550K
MRA Advisory Group 0.30% Add +0.2% 8,431 $548K
Thomasville National Bank 0.04% No change 8,355 $543K
Geneos Wealth Management Inc. 0.02% Reduce -5.7% 8,314 $540K
Lwmg, LLC 0.10% Add +23.8% 8,291 $539K
Procyon Advisors, LLC 0.04% No change 8,140 $529K
Harbor Investment Advisory, LLC 0.05% No change 8,060 $524K
Ferguson Wellman Capital Management, Inc. 0.01% No change 8,043 $523K
Laidlaw Wealth Management LLC 0.26% Reduce -0.4% 7,933 $516K
&partners 0.01% Add +6.4% 7,757 $504K
Concourse Financial Group Securities, Inc. 0.03% No change 7,735 $503K
Aptus Capital Advisors, LLC 0.01% Add +86.6% 7,650 $497K
Savant Capital, LLC 0.00% Reduce -2.4% 7,641 $497K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -3.2% 7,625 $496K
Csenge Advisory Group 0.03% Reduce -7.8% 7,623 $495K
Principle Wealth Partners LLC 0.03% No change 7,535 $490K
Millennium Capital Advisors, LLC 0.32% Reduce -9.2% 7,450 $484K
Visionary Wealth Advisors 0.03% No change 7,312 $475K
First Merchants Corp. 0.02% No change 7,185 $467K
Eq LLC 0.23% Add +20.4% 7,136 $464K
Alterna Wealth Management, Inc. 0.41% No change 7,055 $459K
Eldridge Investment Advisors, Inc. 0.11% Add +7.7% 7,011 $456K
Spire Wealth Management 0.02% Reduce -2.2% 6,978 $454K
Apollon Wealth Management, LLC 0.01% Add +0.7% 6,948 $452K
Manchester Capital Management LLC 0.05% No change 6,779 $441K
Prio Wealth Limited Partnership 0.01% Reduce -1.5% 6,750 $439K
Advisors Management Group Inc. 0.10% No change 6,705 $436K
Cornerstone Wealth Management, LLC 0.03% Add +1.0% 6,696 $435K
Continuum Wealth Advisors, LLC 0.23% No change 6,660 $433K
Athena Investment Management 0.24% Add +0.1% 6,546 $425K
Keel Point, LLC 0.04% Reduce -1.7% 6,508 $423K
Focus Partners Wealth 0.00% New 6,479 $421K
Focus Financial Network, Inc. 0.02% Add +0.1% 6,448 $419K
First United Bank & Trust 0.15% Reduce -0.4% 6,390 $415K
Baker Avenue Asset Management, LP 0.01% No change 6,366 $414K
Arrowroot Family Office, LLC 0.24% No change 6,336 $412K
Key Client Fiduciary Advisors, LLC 0.19% Reduce -21.2% 6,296 $409K
Palisades Hudson Asset Management, L.P. 0.17% Add +0.4% 6,215 $404K
Franklin Resources Inc. 0.00% No change 6,125 $400K
North Star Investment Management Corp. 0.03% Reduce -5.4% 6,105 $397K
Summit X, LLC 0.10% Reduce -5.8% 6,462 $396K
Capital Investment Advisory Services, LLC 0.04% Add +5.3% 6,089 $396K
PFG Advisors 0.02% Add +2.1% 5,987 $389K
Evergreen Capital Management LLC 0.01% No change 5,816 $378K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.1% 5,740 $373K
Graves Light Lenhart Wealth, Inc. 0.05% No change 5,690 $370K
Millennium Management 0.00% New 5,684 $369K
Focus Partners Advisor Solutions, LLC 0.01% Add +16.7% 5,674 $369K
Weaver Consulting Group 0.12% No change 5,660 $368K
Clifford Swan Investment Counsel LLC 0.01% No change 5,647 $367K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 5,625 $366K
Sandy Spring Bank 0.01% Reduce -3.0% 5,560 $361K
Fairscale Capital, LLC 0.32% Reduce -2.1% 5,539 $360K
Belvedere Trading LLC 0.02% New 5,513 $358K
Tiaa Trust, National Association 0.00% Add +2.2% 5,500 $358K
Ieq Capital, LLC 0.00% No change 5,460 $355K
Bristlecone Advisors, LLC 0.03% No change 5,450 $354K
Concurrent Investment Advisors, LLC 0.01% Add +3.5% 5,446 $354K
Colorado Capital Management, Inc. 0.17% No change 5,455 $354K
Merit Financial Group, LLC 0.01% Add +3.2% 5,400 $351K
Financial Counselors Inc. 0.01% No change 5,376 $349K
TPG Advisors LLC 0.27% No change 5,375 $349K
Stratos Investment Management, LLC 0.02% New 5,371 $349K
Sax Wealth Advisors, LLC 0.03% No change 5,370 $349K
Koshinski Asset Management, Inc. 0.03% Add +12.5% 5,349 $348K
Sharper & Granite LLC 0.15% Reduce -0.3% 5,330 $346K
Certuity, LLC 0.04% No change 5,325 $346K
Keebeck Wealth Management 0.05% Reduce -13.9% 5,317 $346K
Christensen, King & Associates Investment Services, Inc. 0.16% No change 5,261 $342K
Adell Harriman & Carpenter Inc. 0.02% No change 5,250 $341K
Red Door Wealth Management, LLC 0.06% No change 5,235 $340K
Picton Mahoney Asset Management 0.01% New 5,200 $338K
Garrison Point Advisors, LLC 0.21% No change 5,140 $334K
Gryphon Financial Partners LLC 0.05% Reduce -5.5% 5,085 $331K
Transcend Capital Advisors, LLC 0.02% Add +15.3% 5,079 $330K
D.A. Davidson & Co. 0.00% Add +0.0% 5,053 $328K
Quartz Partners, LLC 0.21% — 5,047 $328K
ShoreHaven Wealth Partners, LLC 0.16% No change 5,033 $327K
Badgley Phelps Wealth Managers, LLC 0.01% No change 5,026 $327K
Roof Eidam Maycock Peralta, LLC 0.08% No change 5,000 $325K
Meridian Management Co. 0.08% No change 5,000 $325K
Banque Pictet & Cie SA 0.00% No change 5,000 $325K
Gries Financial LLC 0.06% New 4,885 $317K
Cascade Wealth Advisors, Inc 0.23% Reduce -19.1% 4,880 $317K
Chicago Partners Investment Group LLC 0.01% Add +3.4% 4,951 $315K
D. E. Shaw & Co. 0.00% Reduce -18.9% 4,831 $314K
Fort Sheridan Advisors LLC 0.05% No change 4,810 $313K
HB Wealth Management, LLC 0.00% No change 4,685 $305K
Flputnam Investment Management Co. 0.01% Reduce -2.5% 4,670 $304K
Lazari Capital Management, Inc. 0.13% New 4,610 $300K
Modera Wealth Management, LLC 0.00% No change 4,585 $298K
Round Rock Advisors LLC 0.07% No change 4,581 $298K
Brookstone Capital Management 0.00% Add +2.3% 4,567 $297K
KKM Financial LLC 0.15% No change 4,540 $295K
Maia Wealth LLC 0.07% Add +40.5% 4,627 $292K
CoreCap Advisors, LLC 0.01% New 4,328 $281K
LCNB Corp. 0.10% Reduce -7.0% 4,300 $280K
M&T Bank Corp 0.00% No change 4,290 $279K
Caldwell Sutter Capital, Inc. 0.13% No change 4,265 $277K
Allworth Financial LP 0.00% Add +0.1% 4,244 $276K
PCA Investment Advisory Services Inc. 0.13% Add +0.1% 4,181 $272K
Cerity Partners LLC 0.00% Reduce -63.8% 4,166 $271K
IHT Wealth Management, LLC 0.01% Add +5.2% 4,149 $270K
Central Bank & Trust Co. 0.04% No change 4,141 $269K
Arbor Investment Advisors, LLC 0.04% No change 4,079 $265K
Wilmington Savings Fund Society, FSB 0.00% New 4,065 $264K
BlackRock, Inc. 0.00% — 4,060 $264K
Sunburst Financial Group, LLC 0.07% No change 4,050 $263K
Objective Capital Management, LLC 0.15% — 4,040 $263K
Foster Dykema Cabot & Partners, LLC 0.02% New 4,030 $262K
Sonata Capital Group Inc. 0.11% Reduce -11.1% 4,000 $260K
BigSur Wealth Management LLC 0.07% Add +100.0% 4,000 $260K
First Heartland Consultants, Inc. 0.03% Reduce -18.0% 3,995 $260K
IFP Advisors, Inc 0.01% Reduce -1.5% 3,986 $259K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.1% 3,332 $257K
Trillium Asset Management, LLC 0.01% No change 3,940 $256K
Guidance Point Advisors, LLC 0.08% Add +3.4% 3,938 $256K
Patten & Patten Inc. 0.02% No change 3,900 $254K
Nilsine Partners, LLC 0.03% No change 3,865 $251K
Mendel Capital Management LLC 0.15% Reduce -14.5% 3,849 $250K
KCM Investment Advisors LLC 0.01% No change 3,835 $249K
Summit Financial Strategies, Inc. 0.03% No change 3,820 $248K
Susquehanna International Group, LLP 0.00% Reduce -96.8% 3,813 $248K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,771 $245K
Harbour Trust & Investment Management Co 0.03% Reduce -21.1% 3,750 $244K
Narwhal Capital Management 0.02% No change 3,750 $244K
Park National Corp. 0.01% Reduce -6.3% 3,750 $244K
Keystone Wealth Services, LLC 0.07% Reduce -3.6% 3,745 $243K
Pavion Blue Capital, LLC 0.11% No change 3,717 $242K
Independent Advisor Alliance 0.01% New 3,703 $241K
Kaydan Wealth Management, Inc. 0.07% No change 3,681 $239K
REDW Wealth LLC 0.06% No change 3,655 $238K
Aurora Private Wealth, Inc. 0.19% Add +0.3% 3,645 $237K
Butensky & Cohen Financial Security, Inc. 0.07% Reduce -0.2% 3,637 $236K
CFS Investment Advisory Services, LLC 0.02% Reduce -4.8% 3,611 $235K
Family Firm, Inc. 0.05% Reduce -14.9% 3,602 $234K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 3,600 $234K
Smith Salley Wealth Management 0.01% No change 3,510 $228K
AMG National Trust Bank 0.01% No change 3,505 $228K
Berkeley Capital Partners, LLC 0.07% No change 3,500 $228K
Collaborative Wealth Managment Inc. 0.10% No change 3,470 $226K
Interchange Capital Partners, LLC 0.08% Add +3.8% 3,470 $226K
AdvisorNet Financial, Inc 0.02% Add +0.0% 3,469 $226K
Marshall Financial Group, LLC 0.05% Reduce -9.8% 3,449 $224K
PFG Investments, LLC 0.01% Add +0.0% 3,441 $224K
HUB Investment Partners, LLC 0.01% Add +0.1% 3,433 $223K
International Assets Investment Management, LLC 0.02% Reduce -2.0% 3,427 $223K
Ignite Planners, LLC 0.05% Reduce -33.3% 3,413 $222K
Creative Financial Designs Inc. 0.02% Add +0.3% 3,405 $221K
O'shaughnessy Asset Management, LLC 0.00% No change 3,375 $220K
Valeo Financial Advisors, LLC 0.01% Add +0.2% 3,376 $219K
GM Advisory Group, LLC 0.01% Add +0.0% 3,369 $219K
Plante Moran Financial Advisors, LLC 0.02% No change 3,335 $217K
Promethium Advisors,llc 0.15% — 3,295 $214K
Cooper Financial Group 0.03% Reduce -3.6% 3,255 $212K
Legacy Advisors, LLC 0.02% New 3,250 $211K
Joseph P. Lucia & Associates, LLC 0.10% Reduce -2.4% 3,241 $211K
Cary Street Partners Investment Advisory LLC 0.01% New 3,239 $211K
HRT Financial LP 0.00% Reduce -66.7% 3,235 $210K
Wade Financial Advisory, Inc 0.07% New 3,225 $210K
Caldwell Trust Co 0.02% No change 3,220 $209K
Jmac Enterprises LLC 0.03% New 3,180 $207K
Atlas Brown,Inc. 0.07% New 3,158 $205K
Westfuller Advisors, LLC 0.15% — 3,156 $205K
Nottingham Advisors, Inc. 0.02% New 3,125 $203K
Ritholtz Wealth Management 0.01% Reduce -13.9% 3,125 $203K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -21.8% 3,118 $202K
Outlook Wealth Advisors, LLC 0.06% New 3,101 $202K
Cladis Investment Advisory, LLC 0.14% New 3,100 $202K
Front Row Advisors LLC 0.07% No change 3,070 $200K
Global Retirement Partners, LLC 0.01% Add +19.7% 2,920 $190K
Harbour Investments, Inc. 0.01% Reduce -10.0% 2,890 $188K
Parallel Advisors, LLC 0.00% Add +0.0% 2,874 $187K
Lanark Financial, Inc. 0.01% Add +30.0% 2,710 $176K
Family Asset Management, LLC 0.10% Reduce -7.4% 2,645 $172K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 2,425 $158K
Hanson & Doremus Investment Management 0.02% No change 2,370 $154K
GPS Wealth Strategies Group, LLC 0.02% Add +5.4% 2,335 $152K
Sage Mountain Advisors LLC 0.01% No change 2,300 $150K
Centaurus Financial, Inc. 0.01% Add +7.5% 2,225 $145K
M&R Capital Management Inc. 0.03% No change 2,000 $130K
Salem Investment Counselors Inc. 0.00% New 2,000 $130K
Nemes Rush Group LLC 0.02% No change 2,090 $129K
Cranbrook Wealth Management, LLC 0.03% Reduce -7.2% 1,977 $129K
Accordant Advisory Group Inc 0.14% No change 1,940 $126K
WASHINGTON TRUST Co 0.00% Reduce -29.5% 1,910 $124K
Key Financial Inc 0.03% Reduce -14.8% 1,832 $119K
AlphaMark Advisors, LLC 0.04% No change 1,615 $105K
MTM Investment Management, LLC 0.04% No change 1,625 $104K
First Horizon Advisors, Inc. 0.00% No change 1,590 $103K
BNP Paribas Financial Markets 0.00% Add +2.5% 1,542 $100K
MGB Wealth Management, LLC 0.04% No change 1,500 $97K
Farther Finance Advisors, LLC 0.00% Reduce -5.5% 1,445 $94K
Tsfg, LLC 0.02% No change 1,350 $88K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,250 $81K
Northwest Financial Advisors 0.06% New 1,200 $78K
Sugarloaf Wealth Management, LLC 0.01% No change 1,180 $77K
Continuum Advisory, LLC 0.01% No change 1,200 $73K
CVA Family Office, LLC 0.01% No change 1,035 $67K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.6% 1,024 $67K
Perritt Capital Management Inc 0.03% Add +0.4% 1,011 $66K
Realta Investment Advisors 0.03% Reduce -20.1% 1,000 $65K
Davis Capital Management 0.05% No change 1,000 $65K
Transcendent Capital Group LLC 0.03% No change 1,000 $65K
Ransom Advisory, Ltd 0.03% No change 1,000 $65K
PSI Advisors, LLC 0.02% Add +0.2% 936 $61K
Brown Brothers Harriman & Co. 0.00% New 895 $58K
HHM Wealth Advisors, LLC 0.01% No change 890 $58K
Duncker Streett & Co. Inc. 0.01% No change 850 $55K
EverSource Wealth Advisors, LLC 0.00% No change 835 $54K
Clearstead Advisors, LLC 0.00% Reduce -78.1% 825 $54K
Hilltop National Bank 0.02% Add +89.4% 805 $52K
Frazier Financial Advisors, LLC 0.04% Add +0.4% 794 $52K
Strategic Investment Solutions, Inc. 0.02% Add +0.4% 792 $51K
New Republic Capital, LLC 0.03% No change 785 $51K
Elevation Wealth Partners, LLC 0.02% New 785 $51K
Signaturefd, LLC 0.00% Reduce -53.5% 753 $49K
Family Manage LLC 0.01% No change 750 $49K
Tidemark, LLC 0.02% No change 705 $46K
Beacon Capital Management, LLC 0.01% No change 687 $45K
Rothschild Investment LLC 0.00% No change 675 $44K
Redmont Wealth Advisors LLC 0.07% No change 645 $42K
Pacifica Partners Inc. 0.02% No change 635 $41K
LRI Investments, LLC 0.00% Reduce -55.7% 675 $41K
Flaharty Asset Management, LLC 0.01% New 600 $39K
Larson Financial Group LLC 0.00% No change 593 $39K
Westside Investment Management, Inc. 0.01% Reduce -8.1% 589 $38K
Hazlett, Burt & Watson, Inc. 0.02% No change 585 $38K
Compass Wealth Management LLC 0.01% No change 575 $37K
Arax Advisory Partners 0.00% No change 565 $37K
Old Second National Bank of Aurora 0.01% No change 545 $35K
Bellevue Asset Management, LLC 0.02% No change 500 $33K
Earned Wealth Advisors, LLC 0.01% New 500 $33K
Truvestments Capital LLC 0.01% New 500 $33K
Simplex Trading, LLC 0.00% Add +150.0% 500 $32K
Russell Investments Group, Ltd. 0.00% Reduce -26.1% 489 $32K
Rise Advisors, LLC 0.01% Add +0.4% 466 $30K
CENTRAL TRUST Co 0.00% No change 460 $30K
FAS Wealth Partners, Inc. 0.00% No change 456 $30K
Allianz SE 0.00% No change 425 $28K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 400 $26K
Wintrust Investments LLC 0.02% New 387 $25K
Cherry Tree Wealth Management, LLC 0.01% No change 375 $24K
First Personal Financial Services 0.00% No change 345 $22K
Glenmede Trust Co. NA 0.00% No change 345 $22K
JFS Wealth Advisors, LLC 0.00% No change 340 $22K
Evermay Wealth Management LLC 0.00% No change 330 $21K
Asset Dedication, LLC 0.00% No change 330 $21K
Founders Financial Alliance, LLC 0.01% No change 325 $21K
Spectrum Wealth Counsel, LLC 0.00% No change 325 $21K
Clear Point Advisors Inc. 0.02% Add +0.7% 312 $20K
Hollencrest Capital Management 0.00% No change 305 $20K
HighMark Wealth Management LLC 0.01% Add +0.3% 301 $20K
FWL Investment Management, LLC 0.01% New 300 $20K
Global Trust Asset Management, LLC 0.01% New 300 $20K
Missouri Trust & Investment Co 0.01% No change 275 $18K
Fourpath Capital Management, LLC 0.00% New 261 $17K
Hartford Financial Management Inc. 0.00% No change 255 $17K
Aberdeen Wealth Management LLC 0.01% No change 250 $16K
Dagco, Inc. 0.01% No change 250 $16K
HM Payson & Co. 0.00% Reduce -20.6% 250 $16K
Carmichael Hill & Associates, Inc. 0.01% No change 246 $16K
Avior Wealth Management, LLC 0.00% Reduce -77.0% 238 $15K
Whittier Trust Co. 0.00% No change 220 $14K
WR Wealth Planners, LLC 0.00% Reduce -4.7% 205 $13K
Colonial Trust Advisors 0.00% No change 185 $12K
Fortis Group Advisors, LLC 0.00% No change 170 $11K
Optimum Investment Advisors 0.00% No change 165 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 165 $11K
Coston, McIsaac & Partners 0.00% Add +0.6% 160 $10K
Capital Analysts, LLC 0.00% No change 150 $10K
Carolinas Wealth Consulting LLC 0.00% New 131 $8K
SouthState Bank Corp 0.00% No change 115 $7K
Tanglewood Legacy Advisors, LLC 0.00% No change 110 $7K
Register Financial Advisors LLC 0.00% No change 100 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $7K
Headlands Technologies LLC 0.00% Add +270.4% 100 $7K
Bessemer Group Inc. 0.00% No change 90 $6K
EPG Wealth Management LLC 0.00% Add +0.0% 75 $5K
Planning Capital Management Corp 0.00% New 70 $5K
Coppell Advisory Solutions LLC 0.00% Reduce -84.3% 61 $4K
Mascoma Wealth Management LLC 0.00% No change 55 $4K
Anchor Investment Management, LLC 0.00% No change 51 $3K
Cassady Schiller Wealth Management, LLC 0.00% No change 50 $3K
Sachetta, LLC 0.00% Reduce -13.9% 31 $2K
Northwest Capital Management Inc 0.00% No change 30 $2K
Assetmark, Inc. 0.00% No change 30 $2K
Viewpoint Capital Management LLC 0.00% No change 20 $1K
Gould Capital, LLC 0.00% No change 12 $780
FPC Investment Advisory, Inc. 0.00% No change 5 $319
GeoWealth Management, LLC 0.00% New 1 $54

"% of holder's portfolio" is IYH's weight in each manager's 13F, not the share of iShares U.S. Healthcare ETF the manager owns.